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Fidelity MSCI Utilities Index ETF
FUTY

213 hedge funds and large institutions have $816M invested in Fidelity MSCI Utilities Index ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

32% more capital invested

Capital invested by funds: $618M → $816M (+$198M)

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

8.77% more ownership

Funds ownership: 42.19% → 50.96% (+8.8%)

9% more funds holding

Funds holding: 196 → 213 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
213
Holders Change
+17
Holders Change %
+8.67%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
71
Reduced
61
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$213M
2
DFG
Demars Financial Group
Washington
+$27.2M
3
ACA
Aptus Capital Advisors
Alabama
+$13.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.65M
5
LPL Financial
LPL Financial
California
+$8.67M

Top Sellers

Rank Fund Capital Flow
1
QAM
Q3 Asset Management
Michigan
-$16.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.11M
3
GWA
GGM Wealth Advisors
Maryland
-$3.68M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.57M
5
RWP
RWA Wealth Partners
Massachusetts
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
226
Founders Financial Securities
Maryland
– -$289K -5,574 Closed
Prudential Financial
227
Prudential Financial
New Jersey
– -$247K -4,768 Closed
BCA
228
Bay Colony Advisors
Massachusetts
– -$244K -4,700 Closed
CI
229
CX Institutional
Indiana
– -$232K -4,474 Closed
PWM
230
Penobscot Wealth Management
Maine
– -$220K -4,238 Closed
COCM
231
Charter Oak Capital Management
New Hampshire
– -$215K -4,142 Closed
APW
232
Aurora Private Wealth
New Jersey
– -$207K -4,001 Closed
KPWS
233
Kestra Private Wealth Services
Texas
– -$207K -3,995 Closed
IA
234
Insight Advisors
Pennsylvania
– -$205K -3,954 Closed
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
– -$55.8K -1,076 Closed
NS
236
NBC Securities
Alabama
– -$19K -375 Closed
JWA
237
JFS Wealth Advisors
Pennsylvania
– -$7K -135 Closed
CA
238
Claris Advisors
Missouri
– -$1.04K -20 Closed
SJIM
239
St. Johns Investment Management
Florida
– -$881 -17 Closed
6 7 8 9
10

FUTY Hedge Fund Activity: Q4 2024 in Review

213 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Utilities Index ETF (FUTY) for Q4 2024, worth a combined $816M — up 32% from $618M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new FUTY positions and 25 closed out — a net gain of 21 holders — while 71 added to existing stakes and 61 trimmed.

The largest buyer was Bank of America, adding an estimated $213M. The largest seller was Q3 Asset Management, cutting an estimated $16.3M.

  • 213 institutional investors held Fidelity MSCI Utilities Index ETF (FUTY) as of Q4 2024, up from 196 in Q3 2024.
  • Funds reported $816M of Fidelity MSCI Utilities Index ETF stock for Q4 2024, up 32% quarter-over-quarter.
  • 46 funds opened new Fidelity MSCI Utilities Index ETF positions in Q4 2024 and 25 closed out, a net change of +21 holders.
  • The largest Fidelity MSCI Utilities Index ETF buyer in Q4 2024 was Bank of America, an estimated $213M added.
  • The largest Fidelity MSCI Utilities Index ETF seller in Q4 2024 was Q3 Asset Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2024.